PERSONAL INVENTORY
Taking a personal inventory is a crucial step in understanding your current position in life. It serves as a benchmark for assessing where you stand today, which is essential before mapping out a path toward your future goals. Many individuals aspiring for success overlook this vital process; they may have a vision of where they want to go, yet they often neglect to evaluate their present circumstances. This oversight can hinder progress, as a clear understanding of your starting point is necessary for effective planning. By utilizing insights gained from the Personal Values worksheets, you can engage with the Personal Inventory questionnaire to envision your aspirations for both yourself and your business. Approach the questions with honesty and introspection, as this exercise is solely for your benefit. Remember, unless you choose to share your reflections, they will remain private, allowing you to explore your dreams without reservation.
General Personal
Date: _________________
What things are going well for me right now?
What things are difficult for me right now?
What are my strengths? (What am I good at?)
What are my weaknesses? (What am I not so good at?)
What are my three most important projects?
Who are the three most important people in my life?
What three habits would you like to develop?
Physical/Health
Date: ____________
My current weight is:
My ideal weight is:
My last complete physical was _____
I have the following health conditions:
Overall rating for my current health status is:-
Excellent ______
Good ______
Fair ______
I’m a wreck ______
I sleep:
Very well most nights
Pretty well most nights ___
OK ______
Not well ______
My diet rating is:
Healthy ____ Good ____
Fair _____ Awful ____
I exercise:
Consistently _____ Inconsistently ______
Sometimes _____
Never _____
What am I tolerating in this area that I no longer wish to tolerate?
Mental/Social/Spiritual
Date:______________
I volunteer at the following organizations:
I would describe my circle of friends as:
Extensive ____
Stimulating ____ Satisfactory _____ Supportive ______
Limiting ______ Nonexistent ____
I’m currently studying the following things:
I want to earn the following degrees or credentials:
I have a mission statement that reflects my values:
___ Yes ___ No
I meditate or have quiet time:
Regularly _____
Sometimes ____
Never ____
What am I tolerating in this area that I no longer want to tolerate?
Family / Home
Date: ______________
My relationship with my spouse or significant other is:
Extremely happy ___
Very happy ____
Happy ____
Unhappy ____
My relationship with my children is:
Extremely happy ___
Very happy ____
Happy ____
Unhappy____
My relationship with my parents is:
Extremely happy ___
Very happy ____
Happy ____
Unhappy____
My relationship with my siblings is:
Extremely happy ___
Very happy ____
Happy ____
Unhappy____
My relationship with my co-workers is:
Extremely happy ___
Very happy ____
Happy ____
Unhappy____
How I feel about my home is: _____ I love my home ____ I’m happy with it _____ It’s OK
____ I’m unhappy with it
I vacation ______ weeks per year.
What am I tolerating in this area that I no longer wish to tolerate?